Nicollet Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nicollet Investment Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Hold	1,885	–	–	0.09%	74
2026 Q1	$234K	Hold	1,885	–	–	0.08%	76
2025 Q4	$227K	Hold	1,885	–	–	0.07%	74
2025 Q3	$224K	Hold	1,885	–	–	0.07%	71
2025 Q2	$206K	Buy	+1,885	New	+$195K	0.07%	72
2025 Q1	–	Sell	-1,885	Closed	-$217K	–	74
2024 Q4	$217K	Hold	1,885	–	–	0.07%	71
2024 Q3	$220K	Hold	1,885	–	–	0.08%	70
2024 Q2	$201K	Hold	1,885	–	–	0.08%	68
2024 Q1	$208K	Hold	1,885	–	–	0.08%	68
2023 Q4	$204K	Buy	+1,885	New	+$182K	0.08%	65
2022 Q2	–	Sell	-1,885	Closed	-$203K	–	60
2022 Q1	$203K	Hold	1,885	–	–	0.09%	58
2021 Q4	$216K	Hold	1,885	–	–	0.09%	61
2021 Q3	$206K	Hold	1,885	–	–	0.09%	65
2021 Q2	$213K	Buy	+1,885	New	+$210K	0.09%	65

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nicollet Investment Management's IJR Position: Q2 2026 in Review

Nicollet Investment Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,885 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #74.

Nicollet Investment Management first reported a position in IJR in Q2 2021 and has held it in 14 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nicollet Investment Management held 1,885 shares of iShares Core S&P Small-Cap ETF worth $280K as of Q2 2026.
Nicollet Investment Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.09% of Nicollet Investment Management's portfolio in Q2 2026, its #74 holding.
Nicollet Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 14 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nicollet Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.